Learn how to configure service dispatch on tickets.
Service Dispatch
Service Dispatch in Chekhub optimizes task allocation and ticket distribution to vendor teams, enhancing work order management and ensuring timely service delivery. To configure Service Dispatch, follow these steps:
Create a Ticket:
Navigate to the Dashboard module and click "Create Ticket" in the top right corner.
Fill Out Ticket Details:
Enter the Due Date, Assets and/or Locations, and Checklists necessary for the work.
Enable Service Dispatch:
Toggle on the Service Dispatch feature.
Assign Vendor Teams:
Select one or more Vendor Teams from the right side of the screen. You may also optionally specify Roles and Rates for the vendors.
Send the Dispatch:
Click the "Send Dispatch" button located in the Status Requirements panel on the right.
Managing Vendor Responses
Once the dispatch has been sent, a two step confirmation process occurs:
Vendor Response:
Vendors will receive the dispatch request and respond based on their availability. You can manage the dispatchers able to approve and assign work by editing their vendor team in the teams module.
Approve the Dispatch
Once a vendor responds, you can review their availability and accept the response by marking the dispatch as "Approved".
Upon approval, the vendor technician is assigned as a participant on the ticket, and therefore responsible for the work.
Note: After a vendor is assigned and the dispatch is approved, the assigned vendor cannot be changed.
Canceling and Resending a Dispatch
If the assigned vendor is no longer suitable or available, the dispatch will need to be canceled and a new one sent:
Navigate to the ticket and cancel the existing dispatch.
Repeat the steps to enable Service Dispatch and send a new dispatch request to another vendor team.